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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,017 | $97,027-72.2% | $83,323-67.6% | $135,382-80.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.95% | 12.31%-17.3pp | 10.63%-15.6pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,371 | $4,143-66.9% | $3,379-59.4% | $4,779-71.3% |
| Participant deferral / active EE | $2,673 | $5,964-55.2% | $5,565-52.0% | $5,609-52.3% |
| Admin fee / account holder | $7,251 | $8,427-13.9% | $7,539-3.8% | $10,829-33.0% |